# Tep Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tep-holdings-llc-401k-plan

> Tep Holdings, LLC's 401(k) plan: 979 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tep Holdings, LLC

- **Sponsor EIN:** 472397460

- **Sponsor Address:** 326 TRYON ROAD, RALEIGH, NC, 27603

- **Plan Type:** 401(k)

- **Total Participants:** 979

- **Total Assets:** $38.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|979|$38.9M|$1.7M|$3.2M|

| 2023|716|$32.3M|$1.7M|$3.1M|

| 2022|802|$24.7M|$1.6M|$2.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MERRILL LYNCH|RIA|$72,005|—|$72,005|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$19,896|—|$19,896|

| KIMBERLIN COMPANY, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — RIA

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [KIMBERLIN COMPANY, PLLC](https://planprovider.pro/provider/kimberlin-company-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $91,901

- **Estimated Expense Ratio:** 0.237% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$190,817|$72,005|$18,785|—|—|

| 2023|$190,827|$87,721|$103,106|—|—|

| 2022|$158,533|$158,533|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tep-holdings-llc-401k-plan)

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